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Microsoft
MSFT

Overview Fund Activity

1,997 hedge funds and large institutions have $272B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 751 increasing their positions, 979 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
57.98%
Holding in Top 10
717
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+20.3%
% of All Funds
20.82%
New
87
Increased
751
Reduced
979
Closed
60
Calls
$3.37B
Puts
$3.55B
Net Calls
-$183M
Net Calls Change
-$1.23B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17B
2
State Street
State Street
Massachusetts
+$1.07B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
4
WRF
Waddell & Reed Financial
Kansas
+$644M
5
BIT
BlackRock Institutional Trust
California
+$496M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.9B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.02B
3
Invesco
Invesco
Georgia
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$363M
5
N
Natixis
France
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1751
Brookstone Capital Management
Illinois
$525K +$83.2K +1,795 +19%
SI
1752
Scout Investments
Missouri
$523K +$88.4K +1,908 +20%
TWM
1753
Torch Wealth Management
Ohio
$515K -$116K -2,498 -18%
DA
1754
Dillon & Associates
Michigan
$515K – – –
RU
1755
RobecoSam USA
New York
$508K +$12.3K +266 +2%
QC
1756
QCM Cayman
Texas
$508K +$508K +10,962 New
RFA
1757
Reilly Financial Advisors
California
$507K -$11.4K -246 -2%
VNB
1758
Valley National Bancorp
New York
$503K – – –
IF
1759
IRON Financial
Illinois
$500K -$2.18K -47 -0.4%
BOS
1760
Bank of Stockton
California
$497K -$15.9K -343 -3%
GVT
1761
Genesee Valley Trust
New York
$497K +$15.6K +336 +3%
WA
1762
WealthTrust-Arizona
Arizona
$496K -$9.23K -199 -2%
SAM
1763
Summit Asset Management
Tennessee
$495K +$510 +11 +0.1%
SAA
1764
Southeast Asset Advisors
Georgia
$492K +$18.6K +401 +4%
AI
1765
Accredited Investors
Minnesota
$488K -$462 -10 -0.1%
TSWM
1766
Triangle Securities Wealth Management
North Carolina
$487K – – –
BCM
1767
Bares Capital Management
Texas
$484K -$417 -9 -0.1%
AWA
1768
ARS Wealth Advisors
Florida
$484K +$484K +10,446 New
CL
1769
Croft-Leominster
Maryland
$483K – – –
VAS
1770
Valicenti Advisory Services
New York
$482K +$185 +4 +0%
FWP
1771
FAS Wealth Partners
Kansas
$479K -$37.2K -801 -7%
LGC
1772
Laurel Grove Capital
California
$478K +$9.28K +200 +2%
DFIM
1773
Detwiler Fenton Investment Management
Massachusetts
$478K +$235K +5,063 +96%
CCB
1774
Cutter & Co Brokerage
Missouri
$476K -$41K -885 -8%
TNB
1775
Thomasville National Bank
Georgia
$469K +$66K +1,421 +16%
69 70
71
72 73